Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,011 | $208,088-88.9% | $186,193-87.6% | $154,746-85.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.75% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,992 | $4,340-31.1% | $3,918-23.7% | $4,379-31.7% |
| Participant deferral / active EE | $6,215 | $7,078-12.2% | $6,513-4.6% | $6,730-7.7% |
| Admin fee / account holder | $2,592 | $11,698-77.8% | $11,058-76.6% | $14,365-82.0% |